Campaigns
Reach your audience at scale with email, chatbot and LinkedIn campaigns - then track how they perform.
1 min read
Campaigns let you reach many people at once with a coordinated message, then measure the response. They're how you turn your CRM into active outreach.
Types of campaign
- Email campaigns - send to a list or segment, using templates and personalisation.
- Chatbot campaigns - run targeted interactions through your chatbot.
- LinkedIn campaigns - connect a LinkedIn account to run social outreach and posting.
What it does
- Audience targeting - send to segments built from your CRM.
- Scheduling - choose when a campaign goes out.
- Performance tracking - see opens, clicks and responses to learn what works.
Why it matters
Campaigns keep leads warm and customers engaged without one-by-one effort. Tracking results means each send teaches you something for the next one.
How to use it
- Open Campaigns and create a new campaign.
- Pick the type (email, chatbot or LinkedIn) and your audience.
- Write the message - use a template and personalise it.
- Schedule or send it.
- Review performance and refine.
For a full email example, see Launch an email campaign.
Plan limits apply
The number of campaigns you can run is set by your plan - see Plans & billing.
Connect LinkedIn for social selling
Link a LinkedIn account to add social outreach and posting to your campaign mix.